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1. Automated Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
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As a result, customer should receive Salesforce Contact ID and Salesforce Sync Status become green tick
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2. Sync All Groups
If set “Sync All Groups“ option to “Yes“ all customer groups will be synchronized
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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “No“
choose specific customer groups from “Customer Groups“ list
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3. Contact Assignee
Use Default Owner - when a new Contact is created, the Contact will be assigned to the 'Default Owner'
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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Retain Owner from Existing Account”
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4. Force into a single Account
When “Force into a single Account“ option is set to “No“ newly created customer Contact will be synchronized with new customer Account in Salesforce
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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “Yes“
select existing custoemr customer Account from “Single Account“ drop-down list
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5. Guest Address
If “Guest Address“ option is set to “Capture” - Addresses captured during Guest checkout will be recorded at the contact level
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Guest Address“ option to “Capture“
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go to Magento Frontend and place an order as a guest user
go to Magento Admin panel - Sales - Orders
click on “View“ link on created order
select “Salesforce” tab and click on “Salesforce Contact ID“ link
check “Detail“ tab on Salesforce customer Contact page
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If “Guest Address“ option is set to “Skip” - Addresses captured during Guest checkout will not be recorded at the contact level, but only at the order level
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Guest Address“ option to “Skip“
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go to Magento Frontend and place an order as a guest user
go to Magento Admin panel - Sales - Orders
click on “View“ link on created order
select “Salesforce” tab and click on “Salesforce Contact ID“ link
check “Detail“ tab on Salesforce customer Contact page
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6. Contact de-duplication
Leave duplicates
Automatically
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